VARBX Mutual Fund

VARBX Mutual Fund

NAV$10.85
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Returns Overview

1 Month
+0.46%
3 Months
+1.12%
6 Months
+2.08%
YTD
+2.46%
1 Year
+4.70%
3 Years (annualized)
+5.44%
5 Years (annualized)
+4.17%
10 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VARBX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+1.55%
vs Peers
+0.91%

VARBX Mutual Fund Performance

VARBX performance across multiple time periods: 1-month 0.46%, YTD 2.46%, 1-year 4.70%, 3-year 5.44%, 5-year 4.17%, 10-year 4.75%.

VARBX returns outperform the peer average of 1.55% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

VARBX vs another fund shows side-by-side returns. VARBX alternatives are available in the Mutual Fund Screener.